Financial Adviser · ERINA, NSW

Martin Guy Mcgrath

18 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000456973

Martin Guy Mcgrath is a financial adviser based in Erina, New South Wales, with 18 years of experience in the financial services industry. Martin is currently authorised under Synchron Advice Pty Ltd. Martin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Martin is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2008

Bachelor of Management

The University of Newcastle

2010

Margin Lending and Geared Investments

Kaplan Education Pty Limited

2012

Master of Applied Finance (Financial Planning Major)

Kaplan Higher Education Pty Ltd

2013

Graduate Diploma of Chartered Accounting (GradDipCA)

The Institute of Chartered Accountants Australia

2014

Certified Financial Planner

Financial Planning Association of Australia

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

Registration History

Synchron Advice Pty Ltd

Mar 2016 - Present Current

Oakwood Financial Group Pty Limited

Apr 2014 - Feb 2016 Ceased

Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.

Source: ASIC Financial Advisers Register